See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,912 | $81,248-91.5% | $155,509-95.6% | $80,856-91.5% |
| Participation rate | 30.4% | 66.2%-35.8pp | 78.2%-47.8pp | 67.6%-37.2pp |
| Annual return | 10.82% | 33.31%-22.5pp | 64.67%-53.8pp | 35.59%-24.8pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,356 | $3,452-60.7% | $5,626-75.9% | $4,296-68.4% |
| Admin fee / account holder | $172 | $7,997-97.8% | $15,912-98.9% | $6,918-97.5% |